HB Wealth Management’s Neuberger Option Strategy ETF NBOS Stock Holding History

HB Wealth Management’s Portfolio NBOS Stock Details NBOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$902K	Sell	32,202 -2,795	-8%	-$77.5K	0.01%	791
2026 Q1	$936K	Sell	34,997 -13,622	-28%	-$373K	0.01%	694
2025 Q4	$1.33M	Sell	48,619 -6,459	-12%	-$175K	0.01%	535
2025 Q3	$1.48M	Buy	55,078 +7,990	+17%	+$211K	0.01%	498
2025 Q2	$1.23M	Sell	47,088 -20,640	-30%	-$521K	0.01%	482
2025 Q1	$1.73M	Sell	67,728 -16,237	-19%	-$428K	0.01%	414
2024 Q4	$2.21M	Sell	83,965 -16,565	-16%	-$439K	0.02%	266
2024 Q3	$2.65M	Sell	100,530 -11,167	-10%	-$290K	0.03%	235
2024 Q2	$2.94M	Buy	+111,697	New	+$2.89M	0.03%	209

Other funds holding NBOS

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

HB Wealth Management's NBOS Position: Q2 2026 in Review

HB Wealth Management reduced its Neuberger Option Strategy ETF (NBOS) stake by 8% in Q2 2026, selling an estimated $77.5K and leaving 32,202 shares worth $902K. The position accounts for 0.01% of the portfolio, ranked #791.

HB Wealth Management first reported a position in NBOS in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.94M in Q2 2024. 20 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

HB Wealth Management held 32,202 shares of Neuberger Option Strategy ETF worth $902K as of Q2 2026.
HB Wealth Management sold 2,795 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $77.5K.
Neuberger Option Strategy ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #791 holding.
HB Wealth Management first reported a position in Neuberger Option Strategy ETF in Q2 2024 and has held it in 9 quarters since.
HB Wealth Management's Neuberger Option Strategy ETF position peaked at $2.94M in Q2 2024.
20 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.